VALLEY NATIONAL ADVISERS INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$31
-6.1%
9000.0%0.01%
-16.7%
Q2 2023$33
-2.9%
9000.0%0.01%0.0%
Q1 2023$34
+6.2%
9000.0%0.01%0.0%
Q4 2022$32
-99.9%
900
-17.6%
0.01%
-14.3%
Q3 2022$34,000
+88.9%
1,092
+98.2%
0.01%
+75.0%
Q2 2022$18,000
-10.0%
5510.0%0.00%0.0%
Q1 2022$20,000
+5.3%
5510.0%0.00%0.0%
Q4 2021$19,000
-13.6%
551
-18.0%
0.00%0.0%
Q3 2021$22,000
-31.2%
672
-29.3%
0.00%
-33.3%
Q2 2021$32,0009510.01%
Other shareholders
ISHARES GOLD TR shareholders Q4 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,735,103100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$54,570,54465.83%
Packer & Co Ltd 3,585,100$125,44348.46%
Mizuho Bank, Ltd. 8,000,000$291,120,00028.21%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 298,609$10,866,37825.63%
Pariax, LLC 167,362$5,855,99618.27%
CARL STUART INVESTMENT ADVISOR, INC 618,455$21,423,28117.24%
Mader & Shannon Wealth Management, Inc. 580,898$20,325,62113.36%
Sowa Financial Group, Inc. 489,275$17,12012.86%
Arlington Capital Management, Inc. 283,832$9,931,28210.41%
View complete list of ISHARES GOLD TR shareholders